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About MoneyWiz
To maintain tabs on one's financial situation, MoneyWiz is an effective tool. It has an easy-to-navigate interface with a swiping motion between sections, the ability to modify or remove many items at once, a clear and concise presentation, and insightful data about account balances and use.
More than 20,000 financial institutions in 50 countries may be synced directly. Additionally, MoneyWiz is compatible with Plaid, Yodlee, and SaltEdge.
Users may alter the tool's default category colors and logos to reflect their tastes. In the event of a share split or bonus allocation, customers may quickly adjust their current shareholdings in MoneyWiz.
Users may record their monthly and daily expenditures for gas, groceries, utilities, etc. Set up notifications for purchases and credit card bills.
Moneywise displays the user's financial picture, including their bank accounts, credit card accounts, investment portfolio, spending habits, payment history, loan amounts, and arrears. Users may also define budgets and financial targets using this tool.
Features
What Sets MoneyWiz Apart
There is no other financial app quite like MoneyWiz. It is simple for novices to pick up and use yet rich in functionality for experts. Instead of telling you how to handle your finances, its adaptability lets you do it as it makes sense.
The first step is to organize your accounts
We've prepared for you whether you need to bring in information from another app, link to your financial institutions, or handle everything manually.
Make a list of your accounts as a first step. Budgets and bill pay systems need this information down the road.
Encourage personal budgeting
Maintain a tight rein on your finances and effortlessly achieve your savings targets.
MoneyWiz allows you to create budgeting based on your income or your spending, and it will alert you whenever a single transaction matches a specific category or tag.
You may rebalance the accounts by transferring funds between them at any point. Your current budget status about your target status may be easily seen using the in-built progress monitor.
FAQs for MoneyWiz
Where can I insert the coupon code for MoneyWiz?
You may receive a discount if you use the promo code we provided when you check out.
In what situations are discounts on the MoneyWiz available?
Clients might get a discount of 20% or more!
What cheaper alternatives are there?
It's reasonable to anticipate cost reductions when employing a service provider.
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